Wells Fargo Advisors leads competitors in full-service investor satisfaction in app and website.
SAN FRANCISCO — Wells Fargo Advisors ranks highest in wealth management digital experience satisfaction for advised investors in the J.D. Power 2025 U.S. Wealth Management Digital Experience StudySM.
Wells Fargo Advisors earned the top ranking by offering streamlined navigation, visually engaging design and consistent information in the Wells Fargo Mobile® app and website — features that have become increasingly critical as clients look for deeper insights and easier access to their portfolios. Wells Fargo Advisors’ continued investments in advanced digital tools also contributed to elevated satisfaction scores among advised investors.
“We’re proud to be recognized for delivering leading digital capabilities for our investment clients. We’re helping advisors effectively engage clients and giving clients greater ability to manage their wealth and access everything Wells Fargo has to offer,” said Sol Gindi, head of Wells Fargo Advisors and Wealth & Investment Management Client Relationship Group.
Investor‑friendly features of the Wells Fargo Mobile® app include:
- Ease of money movement between brokerage and bank accounts
- Access to an investment goal planning tool, LifeSync®
- Advanced security features like biometric authentication and multi‑factor verification
- Expert insights from Wells Fargo Investment Institute
“This achievement reflects the investments we’ve made — and continue to make — in technology that empowers clients and supports advisors,” said Michelle Moore, head of Digital, Data and AI for Wells Fargo. “We’ve seen digital engagement among our full‑service clients grow steadily, and we remain focused on creating tools that make managing wealth simpler, more personalized, and more connected.”
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
J.D. Power’s 2025 U.S. Wealth Management Digital Experience Study (announced November 2025) is a benchmarking study of large U.S. wealth management firms assessing investor digital experiences across websites and mobile apps. Data was collected June‑August 2025 from investors who identified Wells Fargo Advisors as their primary wealth management firm, had interacted with the firm’s website or mobile app in the past year, and reported either an advised or DIY relationship. Results were weighted by market share, panel source mix, and evaluated channel to support comparability across firms. A minimum number of 100 surveys total and at least 30 surveys for each channel are required to be included. Survey included feedback on 4 main categories: Design, System, Information, and Tools/Capabilities. Study is independently conducted, and the participating firms do not pay to participate; however, use of award and promotional materials is subject to a license fee.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly‑owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
LifeSync® is available on the smartphone versions of the Wells Fargo Mobile® app. Additional device availability may vary. Availability may be affected by your mobile carrier’s coverage area. Your mobile carrier’s message and data rates may apply.
About Wealth & Investment Management
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company and is one of the largest wealth managers in the U.S., with $2.2 trillion in client assets. WIM provides personalized wealth management, brokerage, wealth planning, lending, private banking, trust, and fiduciary products and services to affluent, high‑net worth, and ultra‑high‑net worth clients. WIM operates through advisors in Wells&Fargo Advisors, independent brokerage offices, and digitally through Intuitive Investor® and WellsTrade®. Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM).
Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.
Investment products services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker‑dealers and non‑bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® brokerage accounts are offered through Wells Fargo Clearing Services LLC.
About Wells Fargo Advisors
Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wealth & Investment Management (WIM), one of the largest wealth managers in the U.S. WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Investment Products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker‑dealers and non‑bank affiliates of Wells Fargo & Company.
www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com
LinkedIn: https://www.linkedin.com/company/wellsfargo
About J.D. Power
J.D. Power delivers mission‑critical data, analytics and intelligence that help businesses improve customer experience and operational performance with confidence and clarity. Using proprietary, comprehensive data – including millions of consumer interactions and authoritative automotive datasets – combined with advanced analytics, artificial intelligence and deep industry expertise, JD Power enables leaders to respond to market shifts, make smarter decisions and drive measurable performance improvements.
As an objective source of deep insight into real‑world customer interactions with brands and products, J.D. Power provides the independent intelligence organizations need to anticipate change, strengthen customer engagement and advance growth. Learn more at JDPower.com.
Contact Information
Media
Jenny Stevens
jennifer.stevens@wellsfargo.com
[PM]‑10062027‑5268920